Configuring organization-wide sharing

This article is part of the Security & Permissions Guide

Organization-wide sharing limits or opens access to record types across your account. There are two settings for each record type to make it private or public.

To change organization-wide sharing for a record type

  1. Go to System Settings > Sharing Settings.
  2. Click Edit Sharing Settings.
    Org_sharing_1.png
  3. Choose Public View or Private Only from the dropdowns.
    screenshot-crm.na1.insightly.com-2019.04.01-10-03-28.png
  4. Click Save Sharing Settings.
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